FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$20.1M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$15.1M
5
SABR icon
Sabre
SABR
+$14.3M

Top Sells

1
+$24M
2
+$19.3M
3
+$19.2M
4
TXT icon
Textron
TXT
+$18.6M
5
JNPR
Juniper Networks
JNPR
+$17.2M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.34M 0.11%
+242,514
202
$6.29M 0.11%
174,148
+551
203
$6.26M 0.11%
+127,407
204
$6.16M 0.11%
101,400
+200
205
$6.15M 0.11%
78,500
206
$6.14M 0.11%
455,200
+3,900
207
$6.07M 0.11%
75,000
-5,500
208
$6.04M 0.11%
51,227
209
$6.03M 0.11%
178,800
-223,700
210
$6.02M 0.11%
51,900
-6,000
211
$5.97M 0.11%
76,200
-72,100
212
$5.8M 0.1%
231,600
+600
213
$5.71M 0.1%
141,000
+4,000
214
$5.67M 0.1%
30,500
-11,500
215
$5.55M 0.1%
141,000
+3,500
216
$5.54M 0.1%
87,500
217
$5.45M 0.1%
179,695
-81,023
218
$5.38M 0.1%
61,000
+500
219
$5.29M 0.09%
43,000
220
$5.28M 0.09%
77,400
+11,900
221
$5.25M 0.09%
83,300
+29,800
222
$5.14M 0.09%
68,590
+400
223
$5.09M 0.09%
179,040
-605,240
224
$4.99M 0.09%
92,200
+400
225
$4.94M 0.09%
56,300
+18,300
7 8
9
10 11